ALFA Finder
The call ran from 11:59 AM to 1:15 PM IST (1 h 16 min).
Key takeaways
Record orders (₹1,198 Cr, +36% YoY) and revenue +18%, but reported EBITDA margin of 10.3% reflects European losses. Management deferred numeric FY27 margin targets to an investor day.
| Management target | Revenue FY27 |
|---|
| Revenue growth | Q2 revenue ₹1,065 Cr, +18% YoY; H1 ₹1,989 Cr, +17% YoY. |
|---|---|
| Margins | Reported Q2 EBITDA margin 10.3%; adjusted 15.9% ex-European loss-makers; no peer comparison. |
| Order book | Q2 record order intake ₹1,198 Cr, +36% YoY; backlog +14% YoY. |
| Demand visibility | Record ₹2,446 Cr backlog; chemicals subdued; pharma, peptides driving orders. |
| Management confidence | Confident but hedged; repeatedly defers margin numbers to investor day. |
Growth
Q2 revenue ₹1,065 Cr (+18% YoY); H1 revenue ₹1,989 Cr (+17%). Q2 PAT ₹35 Cr versus ₹38 Cr last year; H1 PAT ₹57 Cr (+20%).
Outlook
FY27 double-digit revenue growth; reported EBITDA margin 10-11%, adjusted 14-15%. Restructuring benefits mainly from FY28.
Risks
European entities lost ~₹43 Cr EBITDA in H1; gross margin fell. Chemicals demand remains subdued, and margin recovery depends on H2 execution.
Summary by ALFA Finder, written with AI assistance from the earnings call transcript the company filed, published . Open it on ALFA Filings ›
The results behind this call
GMM Pfaudler Q2 FY27 Results: Net Profit ₹35.1 Cr, Down 6.9% YoY
GMM Pfaudler Ltd reported revenue from operations of ₹1,065 Cr (+18.0% YoY) and net profit of ₹35.1 Cr (-6.9% YoY) for Q2 FY27.
- Key figure
- Net profit ₹35.1 Cr · -6.9% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
Targeting 15% consolidated EBITDA margin over next 3 years; double-digit revenue growth guided.
Growth they described
India grew 12% in revenue and 24% in EBITDA; however, consolidated gross margins dropped to 55.4%.
Call details
| Company | GMM Pfaudler Ltd |
|---|---|
| NSE symbol | GMMPFAUDLR |
| ISIN | INE541A01023 |
| Call | Q2 FY27 earnings call |
| Date | Thursday, 5 November 2026 |
| Time | 12:00 PM IST |
| Length | 1 h 16 min |
GMM Pfaudler Ltd: key numbers
- Share price
- ₹1,115.50
- Market cap
- ₹5,015 Cr
- Revenue (annual)
- ₹3,524 Cr
- Net profit (annual)
- ₹57.82 Cr
- P/E (TTM)
- 75.5×Sector 50.0×
- Promoter holding
- 25.18%+0.00% QoQ
- FII holding
- 13.22%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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